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PS Web App & Platform

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RFI/Submittal XSD Request

Can we get an XSD file that shows the Project information Misc. Tab, and General Information. Project Start/End Date to incorporate into an RFI and Submittal Report. We have several projects in one portfolio, and have re-purposed some fields in th...
DeAnn Westbrook 11 months ago in PS Web App & Platform / Reports 0

Please add indication for attachments on checklist form item rows.

Currently Checklist items use the same comment indicator flag as in other forms. It only ticks flagged when any text is entered into the comment. This does not tick flagged if only an attachment is added to a check list item. In addition in the ma...
William Atchison over 1 year ago in PS Web App & Platform / Field Management 0

More formatting options

it would be nice to have a way in the portfolio settings to format all of the checklists to either all capital letters, no caps, or first letter in each word capitalized.
Guest over 2 years ago in PS Web App & Platform / Field Management 0

Add Budget Codes on the Fly

When filling out cost forms such as Potential Change Orders, it would be good to be able to add budget codes directly from that form, rather than backing out to the budget module to add codes for new scope.
Byron Grimm over 5 years ago in PS Web App & Platform / Budget & Cost Management 0

Add Ability to Refresh General Invoice Line Items from Purchase Orders

Currently, if you delete a line item from a General Invoice that is linked to a Purchase Order, there is no way to add it back in without deleting and recreating the record. The ability to add PO line items back into an invoice via the 'Add' butto...
Ricci Stevens over 2 years ago in PS Web App & Platform / Budget & Cost Management 0

Quick Access Dashboard

When I want to switch from RFIs to Submittals or Drawings, I have to go all the way back to the Dashboard. There should be a dropdown menu or quick access to other items without having to revisit the main dashboard every time.
Guest over 2 years ago in PS Web App & Platform / Project Home Page 0

A Checklist Item has new comments - Notifications

When you add a checklist item comment and the notification is email out, Can you include the record number? Currently in the subject line "A checklist Item in Checklist has new comments - (Project Number) Would be nice to know what record number y...
Melissa Moore over 4 years ago in PS Web App & Platform / Field Management 0 Already exists

Raken Daily Report Integration

I'm not sure Project Site is comparable to all the detail Rakenapp has, but it would be awesome to be able to Integrate Daily reports from Raken. I see you can Integrate Viewpoint Spectrum and Viewpoint Vista for Accounting. Why not make it simple...
Guest 11 months ago in PS Web App & Platform / Field Management 0

Make a field on checklist required

We have certain existing forms where some of the fields require a value to be entered prior to saving the form. This capability would assist in the completeness of the checklist (form) being completed
Bill Fadok almost 2 years ago in PS Web App & Platform / Field Management 0

Create New Budget columns

Budget Budgets- be able to create brand new columns with formulas if needed
Jane Shulzhenko over 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Dear Viewpoint Suggestion Box contributor;

We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs. Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.

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